See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,319 | $180,449-87.1% | $154,107-84.9% | $135,375-82.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -9.63% | 888.09%-897.7pp | 735.12%-744.8pp | 519.73%-529.4pp |
| Employer contribution / active EE | $1,375 | $6,035-77.2% | $5,298-74.0% | $4,779-71.2% |
| Participant deferral / active EE | $3,295 | $5,806-43.2% | $5,081-35.1% | $5,609-41.3% |
| Admin fee / account holder | $40 | $16,143-99.8% | $13,411-99.7% | $10,827-99.6% |